What reports should I run for month-end reporting?
On the overhead menu bar, click or hover over Reports.
Here, you can access all kinds of different reports to run for your month-end reporting. These are some recommended reports to run for each category:
| Category |
Report |
| Customer and sales |
Customer ageing |
| |
Daily sales |
| |
Invoice details |
| |
Sales by products by customer |
| |
Back orders |
| Stock |
Stock ageing |
| |
Inventory levels |
| Purchases |
Supplier ageing |
| |
Purchases by supplier |
| |
Outstanding purchase orders* |
* Click Reports on the overhead menu bar, then select View all reports.
